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Vanguard Short-Term Bond ETF

726 hedge funds and large institutions have $12.6B invested in Vanguard Short-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 285 increasing their positions, 246 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 246

1% less funds holding

Funds holding: 733726 (-7)

2% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 63

4.37% less ownership

Funds ownership: 62%57.62% (-4.4%)

9% less capital invested

Capital invested by funds: $13.9B → $12.6B (-$1.3B)

10% less funds holding in top 10

Funds holding in top 10: 7063 (-7)

Holders
726
Holders Change
-7
Holders Change %
-0.95%
% of All Funds
15.92%
Holding in Top 10
63
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10%
% of All Funds
1.38%
New
62
Increased
285
Reduced
246
Closed
63
Calls
$2.19M
Puts
Net Calls
+$2.19M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
226
Wela Strategies
Georgia
$2.88M +$403K +5,002 +16%
CC
227
Callan Capital
California
$2.85M -$37.4K -464 -1%
BPWA
228
Beacon Pointe Wealth Advisors
California
$2.84M +$643K +7,968 +29%
EWM
229
Empirical Wealth Management
Washington
$2.84M +$732K +9,076 +35%
HPC
230
HM Payson & Co
Maine
$2.79M +$8.07K +100 +0.3%
VCAM
231
Van Cleef Asset Management
Ohio
$2.73M +$276K +3,420 +11%
C
232
Clearshares
New York
$2.69M -$1.33M -16,468 -33%
Lazard Asset Management
233
Lazard Asset Management
New York
$2.62M
CFB
234
Cullen/Frost Bankers
Texas
$2.62M +$1.6M +19,820 +157%
DC
235
Davenport & Co
Virginia
$2.61M -$102K -1,266 -4%
WB
236
Webster Bank
Connecticut
$2.6M -$111K -1,381 -4%
GC
237
Gilbert & Cook
Iowa
$2.55M -$57.6K -714 -2%
FA
238
Fagan Associates
New York
$2.52M +$2.51M +31,070 New
AW
239
Alpha Windward
Massachusetts
$2.52M -$19.4K -240 -0.8%
BIA
240
BHK Investment Advisors
Alabama
$2.51M +$9.36K +116 +0.4%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$2.49M +$264K +3,269 +12%
CAGAS
242
Capital Advisory Group Advisory Services
Minnesota
$2.48M -$167K -2,069 -6%
FSA
243
Financial Sense Advisors
California
$2.48M +$2.48M +30,696 New
CANC
244
Culbertson A N & Co
Virginia
$2.46M +$1.2M +14,900 +96%
LSAG
245
Lake Street Advisors Group
New Hampshire
$2.46M +$630K +7,811 +35%
EIG
246
Ellenbecker Investment Group
Wisconsin
$2.44M -$557K -6,908 -19%
SWP
247
Stratos Wealth Partners
Ohio
$2.38M -$265K -3,288 -10%
SPC
248
Sigma Planning Corp
Michigan
$2.37M +$371K +4,602 +19%
RC
249
RegentAtlantic Capital
New Jersey
$2.37M -$403 -5 -0%
APA
250
American Portfolios Advisors
New York
$2.35M +$179K +2,215 +8%

BSV Hedge Fund Activity: Q3 2019 in Review

726 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Short-Term Bond ETF (BSV) for Q3 2019, worth a combined $12.6B — down 9.3% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of BSV and 62 opened new positions — a net loss of 1 holder — while 246 trimmed existing stakes and 285 added.

The largest buyer was Bank of America, adding an estimated $80.1M. The largest seller was JP Morgan Chase, cutting an estimated $1.26B.

  • 726 institutional investors held Vanguard Short-Term Bond ETF (BSV) as of Q3 2019, down from 733 in Q2 2019.
  • Funds reported $12.6B of Vanguard Short-Term Bond ETF stock for Q3 2019, down 9.3% quarter-over-quarter.
  • 62 funds opened new Vanguard Short-Term Bond ETF positions in Q3 2019 and 63 closed out, a net change of -1 holder.
  • The largest Vanguard Short-Term Bond ETF buyer in Q3 2019 was Bank of America, an estimated $80.1M added.
  • The largest Vanguard Short-Term Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $1.26B sold.

Based on aggregated 13F filings for Q3 2019.